Self Managed Superannuation Funds
Investing in your retirement
Like other super funds, a self-managed superannuation fund (SMSF) can help you save for your retirement. A SMSF may be an ideal choice if you are looking to manage your own superannuation.
We can assist you to manage your SMSF through:
- Determining whether an SMSF is right for you
- Setting up your SMSF
- Operationalising your SMSF
- SMSF contribution and pension strategies
- Financial accounts, tax returns and arranging your SMSF annual audit
Since 1 July 2016, advice in realation to superannuation must be provided through an Australian Financial Services Licence.
To provide advice to our clients in relation to superannuation and self managed superannuation funds, Dobson Wealth Solutions Pty Ltd (ABN 586 136 653 84) is authorised as a Corporate Authorised Representative (Number 124 9084) of the SMSF Advisers Network Pty Ltd (SAN), under the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA).
SAN supports our service offering in providing advice regarding:
Troy Dobson, Authorised Representative No. 124 9085, is authorised under SAN to provide superannuation and self managed superannuation fund advice.
If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.
Click here to view our Financial Services Guide.
To provide advice to our clients in relation to superannuation and self managed superannuation funds, Dobson Wealth Solutions Pty Ltd (ABN 586 136 653 84) is authorised as a Corporate Authorised Representative (Number 124 9084) of the SMSF Advisers Network Pty Ltd (SAN), under the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA).
SAN supports our service offering in providing advice regarding:
- Establishment of SMSFs
- Contribution strategies (amounts, types, withdrawal and recontribution)
- Pension strategies (account based and transition to retirement)
- Transfer of business real property into superannuation
- Withdrawals, commutations and death benefit payments
- Limited Recourse Borrowing Arrangements
- Provision of an asset class investment strategy (based on an assessment of your risk profile)
- Winding up of SMSFs
Troy Dobson, Authorised Representative No. 124 9085, is authorised under SAN to provide superannuation and self managed superannuation fund advice.
If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.
Click here to view our Financial Services Guide.
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